Finance 7 min read
The Rebate Accrual That Survives an Audit
If you cannot drill from the balance-sheet number back to the lines that created it, you do not have an accrual. You have an opinion.
Read it →Industry reads
Longer arguments, worked through
Not product notes. These are the analyses we would give a finance or channel lead who asked us to explain the problem properly — with the numbers, the mechanism and the honest caveats.
Ship & debit 6 min read
Why Sampling Claim Audits Finds Nothing
A sample small enough to be affordable is a sample too small to find anything. That is not a statistics problem — it is a distribution problem.
Read it → Pricing 7 min read
Your Margin Report Is Wrong on Every Rebate-Bearing Line
Rebate-rich lines get priced too high and lost. Rebate-poor lines get priced too low and won. The P&L cannot explain it, because the rebates arrive later and look like good news.
Read it → Pricing 9 min read
The Nine Places Channel Margin Actually Leaks
Leakage is not a bad deal. It is money that escaped without anyone making a decision — and almost none of it shows up as an error.
Read it →Want the version with your numbers in it?
Every argument on this page becomes a great deal more useful when it is run against your own claim, purchase or sell-through data. That is what a diagnostic is.